Free Up Your Busy Schedule

Learn more about our life insurance agency services

As your business grows, it can become harder to keep up with insurance paperwork on your own. If you've found yourself drowning in files, let Your Virtual Assist take some of the work off your plate.

Our life insurance agency support services can streamline interactions between your business and your clients, freeing up your time to focus on more important tasks. Reach out today to learn more about our virtual life insurance agency support services.

Manage insurance information with ease

Managing your clients' insurance information is one of the most time-consuming tasks of the job. Luckily, you can count on an experienced assistant from Your Virtual Assist to:

  • Assist you with completing life insurance forms
  • File insurance policies for your clients
  • Help clients understand the inner workings and unfamiliar verbiage of life insurance

Without having to do all of these things alone, you'll be able to focus on other parts of the business. Contact Your Virtual Assist today to learn more.

Life Insurance Client Summary Sheet Get Your Free Will Kit

Donna has been my Office Administrator for over 8 years. First in my business for 7.5 of those years where she proved to be organized, reliable and a dedicated employee. When she left to start her own business I didn't have to think twice about choosing her to be my Office Administrator remotely. I cant think of anyone who is more organized and ensures that everything is taken care of in the required time. Donna works on her own initiative and doesn't need to be told what to do; she simply handles it and in any business that is indeed admirable.

MARK GOLDSTEIN

INTERNATIONAL PENSION PLANNING LLC

I hired Donna as my office admin manager and I have been pleased with the quality of work she has done. She is efficient, well organized, ethical and truly understands the given task set before her. Donna is a true asset to The Covergroup Life Ins. Agency and I am glad to have her.

COREY DANIELS

THE COVERGROUP LIFE INSURANCE AGENCY